Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New Perspective Fund N/A in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW MEXICO MUTUAL CASUALTY COMPANY NEW MEXICO MUTUAL 401(K) PLAN | ALBUQUERQUE NM | 146 | $26.7M | $1.3M |
| 2 | FRIENDSHIP ACADEMY WATSON FRIENDSHIP ACADEMY 403(B) RETIREMENT PLAN | SEWICKLEY PA | 493 | $13.3M | $25K |
| 3 | BENIHANA NATIONAL CORP. BENIHANA RESTAURANT EMPLOYEES 401(K) PLAN |
AVENTURA FL |
| 769 |
| $1.7M |
| $7K |
